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EXL Service

337 hedge funds and large institutions have $4.99B invested in EXL Service in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 120 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 120

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$174M)

3% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.24M

3% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 38

0% more funds holding

Funds holding: 337337 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.09% less ownership

Funds ownership: 94.72%94.63% (-0.09%)

Holders
337
Holders Change
Holders Change %
0%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
135
Reduced
120
Closed
38
Calls
$2.3M
Puts
$2.24M
Net Calls
+$66K
Net Calls Change
+$954K
Name Holding Trade Value Shares
Change
Change in
Stake
PD
276
Point72 (DIFC)
United Arab Emirates
$89.4K +$87.4K +2,810 New
BTI
277
Blue Trust Inc
Georgia
$82.9K -$21.8K -700 -21%
FHA
278
First Horizon Advisors
Tennessee
$73.5K
SS
279
Sunbelt Securities
Texas
$73.1K +$4.26K +137 +6%
GRP
280
Global Retirement Partners
California
$66.2K -$4.23K -136 -6%
SIC
281
Salem Investment Counselors
North Carolina
$63.6K -$9.21K -296 -13%
EC
282
EntryPoint Capital
New York
$53.1K -$31.6K -1,016 -38%
HT
283
Headlands Technologies
Illinois
$50.7K +$36.1K +1,162 +269%
AAM
284
Advisors Asset Management
Colorado
$46.5K -$3.79K -122 -8%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$45.3K +$902 +29 +2%
TWC
286
TD Waterhouse Canada
Ontario, Canada
$43.8K
GI
287
GAMMA Investing
California
$43.4K -$498 -16 -1%
AIM
288
Arcadia Investment Management
Michigan
$42.7K +$8.43K +271 +25%
UB
289
UMB Bank
Missouri
$40.9K +$1.46K +47 +4%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$38.5K +$38.2K +1,229 New
Ohio Public Employees Retirement System (OPERS)
291
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.4K +$1.8K +58 +5%
PA
292
Parallel Advisors
California
$37.3K -$404 -13 -1%
CFGS
293
Concourse Financial Group Securities
Alabama
$36.2K +$4.76K +153 +16%
FCA
294
FinTrust Capital Advisors
South Carolina
$32.2K
QCG
295
Quadrant Capital Group
Ohio
$32.1K -$31 -1 -0.1%
NCTC
296
New Covenant Trust Company
Indiana
$29.7K +$29.1K +935 New
RA
297
Rise Advisors
New York
$22.5K +$22.1K +709 New
VAG
298
VisionPoint Advisory Group
Texas
$20K +$7.78K +250 +66%
PS
299
Principal Securities
Iowa
$19.7K -$15.1K -484 -44%
LFA
300
LGT Financial Advisors
Texas
$12.2K

EXLS Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2024, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EXLS positions and 38 closed out — a net gain of 1 holder — while 135 added to existing stakes and 120 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31M. The largest seller was Morgan Stanley, cutting an estimated $69.7M.

  • 337 institutional investors held EXL Service (EXLS) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.99B of EXL Service stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 39 funds opened new EXL Service positions in Q1 2024 and 38 closed out, a net change of +1 holder.
  • The largest EXL Service buyer in Q1 2024 was Citadel Advisors, an estimated $31M added.
  • The largest EXL Service seller in Q1 2024 was Morgan Stanley, an estimated $69.7M sold.

Based on aggregated 13F filings for Q1 2024.